Graham Sinclair
@esgarchitect.bsky.social
Long term investor. Sustainable investment strategist. Adjunct professor.
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
I walk therefore I am.
#sustainability #strategy #investment #cdr
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
I walk therefore I am.
#sustainability #strategy #investment #cdr
Pinned
Graham Sinclair
@esgarchitect.bsky.social
· Dec 16
Grey weather on the Mainline today. I grieve the crossing over of Charles Handy, the philosopher and business thinker.
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
Corruption.
January 4, 2026 at 12:19 AM
Corruption.
Not wrong.
Bonus for mention of "guano"!
Bonus for mention of "guano"!
I mean, people have gone to war over anything and everything, including guano, aka bird shit, but renewables don't bring the geopolitical strife fossil fuel does.
January 4, 2026 at 12:17 AM
Not wrong.
Bonus for mention of "guano"!
Bonus for mention of "guano"!
Reposted by Graham Sinclair
@marketplace.org had a great explainer on Venezuelan oil ("the devil's excrement") many years ago. It might be a bit dated, but explains the difference between the grades and the infrastructure needed to process them. I used this in my resource econ class.
www.marketplace.org/story/2016/0...
www.marketplace.org/story/2016/0...
How oil-rich Venezuela ended up with a miserable economy
A history of the Latin American country's resource curse.
www.marketplace.org
January 4, 2026 at 12:08 AM
@marketplace.org had a great explainer on Venezuelan oil ("the devil's excrement") many years ago. It might be a bit dated, but explains the difference between the grades and the infrastructure needed to process them. I used this in my resource econ class.
www.marketplace.org/story/2016/0...
www.marketplace.org/story/2016/0...
Reposted by Graham Sinclair
Normalize calling our opposition a bunch of craven liars at every opportunity and force the media to do damage control for them or to leave it unchallenged. We can in fact have an impact in the messenging war!
FOX NEWS: What are your expectations when you get briefings from senior Trump administration officials in the coming days?
GALLEGO: Well, they're just gonna lie
GALLEGO: Well, they're just gonna lie
January 3, 2026 at 10:35 PM
Normalize calling our opposition a bunch of craven liars at every opportunity and force the media to do damage control for them or to leave it unchallenged. We can in fact have an impact in the messenging war!
![Screen shot from the show Andor. Someone says to Mon Mothma “They [meaning the Empire] don’t even bother to lie badly anymore.” Mon replies “I suppose that’s the final humiliation.”](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:ny5w2k6brb2kdubxnevke6li/bafkreibrxbmhwrnkwo2ztnczubpnzpup3uf6dpyhs7mk2uxpeoeynhjo2q@jpeg)
Prof Jagolinzer knows.
Pay attention.
Pay attention.
January 3, 2026 at 5:30 PM
Prof Jagolinzer knows.
Pay attention.
Pay attention.
Reposted by Graham Sinclair
Caine, in what happened when the military invaded Maduro’s compound: “On arrival into the target area, the helicopters came under fire, and they replied to that fire with overwhelming force in self-defense.”
We’re going to be reading that sentence for years.
We’re going to be reading that sentence for years.
January 3, 2026 at 5:14 PM
Caine, in what happened when the military invaded Maduro’s compound: “On arrival into the target area, the helicopters came under fire, and they replied to that fire with overwhelming force in self-defense.”
We’re going to be reading that sentence for years.
We’re going to be reading that sentence for years.
More consequential break with international order than 24 February 2022?
Every free democracy coveted by thug neighboring countries is at risk now.
All of Europe will need to actively increase defenses against imperial Russia from the Arctic to the Black Sea, starting with brave Ukraine.
Every free democracy coveted by thug neighboring countries is at risk now.
All of Europe will need to actively increase defenses against imperial Russia from the Arctic to the Black Sea, starting with brave Ukraine.
President Donald Trump’s choice to seize Venezuela’s leader outside normal legal channels undermines rule-of-law norms—signaling that force beats process, inviting copycat aggression, and raising the odds of cascading, uncontrollable crises.
theintellectualistofficial.substack.com/p/january-3-...
theintellectualistofficial.substack.com/p/january-3-...
January 3, 2026, and the End of the Rules-Based Illusion
President Donald Trump’s unilateral seizure of Venezuela’s leader erodes sovereignty norms, accelerating a prewar moment in which Ukraine increasingly resembles Spain on the eve of World War II.
theintellectualistofficial.substack.com
January 3, 2026 at 5:25 PM
More consequential break with international order than 24 February 2022?
Every free democracy coveted by thug neighboring countries is at risk now.
All of Europe will need to actively increase defenses against imperial Russia from the Arctic to the Black Sea, starting with brave Ukraine.
Every free democracy coveted by thug neighboring countries is at risk now.
All of Europe will need to actively increase defenses against imperial Russia from the Arctic to the Black Sea, starting with brave Ukraine.
Reposted by Graham Sinclair
So for months they have tried to blame the entire fentanyl crisis on Venezuela and the indictment only mentions cocaine, which they pardoned a different guy for weeks ago
January 3, 2026 at 2:03 PM
So for months they have tried to blame the entire fentanyl crisis on Venezuela and the indictment only mentions cocaine, which they pardoned a different guy for weeks ago
Un-American.
Anti-capitalism.
Floridaman maximus.
Anti-capitalism.
Floridaman maximus.
Trump: "We're going to have our very large United States oil companies go in, spend billions of dollars, fix the badly broken infrastructure and start making money for the country. And we are ready to stage a second and much larger attack if we need to do so."
January 3, 2026 at 5:20 PM
Un-American.
Anti-capitalism.
Floridaman maximus.
Anti-capitalism.
Floridaman maximus.
Reposted by Graham Sinclair
Does the once-coveted FIFA peace prize mean nothing anymore??
January 3, 2026 at 5:17 PM
Does the once-coveted FIFA peace prize mean nothing anymore??
.@carolecadwalla.bsky.social is all of us this morning:
"I woke up this morning with a clear idea of something I wanted to write before ‘back to school’ Monday. But then I opened my phone and saw that the USA has gone full rogue state..." How to Survive the Broligarchy newsletter, 3 January 2026.
"I woke up this morning with a clear idea of something I wanted to write before ‘back to school’ Monday. But then I opened my phone and saw that the USA has gone full rogue state..." How to Survive the Broligarchy newsletter, 3 January 2026.
January 3, 2026 at 5:17 PM
.@carolecadwalla.bsky.social is all of us this morning:
"I woke up this morning with a clear idea of something I wanted to write before ‘back to school’ Monday. But then I opened my phone and saw that the USA has gone full rogue state..." How to Survive the Broligarchy newsletter, 3 January 2026.
"I woke up this morning with a clear idea of something I wanted to write before ‘back to school’ Monday. But then I opened my phone and saw that the USA has gone full rogue state..." How to Survive the Broligarchy newsletter, 3 January 2026.
Reposted by Graham Sinclair
Trump’s fossil fuel corruption spree can’t stop the inevitable move to cleaner, less expensive energy: “Through November, 92% of new power capacity added to the grid in 2025 came in the form of solar, wind, or storage.” www.canarymedia.com/articles/cle...
Chart: Clean energy remains dominant in the US — despite Trump
Trump spent much of 2025 boosting fossil fuels and blocking renewables, but 92% of new power additions through November were solar, wind, or batteries.
www.canarymedia.com
December 29, 2025 at 1:55 PM
Trump’s fossil fuel corruption spree can’t stop the inevitable move to cleaner, less expensive energy: “Through November, 92% of new power capacity added to the grid in 2025 came in the form of solar, wind, or storage.” www.canarymedia.com/articles/cle...
Reposted by Graham Sinclair
Mafia vibes.
Corruption.
Corruption.
Trump signals on Fox News that he may be invading Mexico and seizing Claudia Sheinbaum next. The message here is unequivocal: the Western Hemisphere is mine. I am the hegemon.
Trump says "something is gonna have to be done" about Mexico and President Claudia Sheinbaum in response to a question about whether the Venezuelan strike was a "message" to her government.
January 3, 2026 at 2:43 PM
Mafia vibes.
Corruption.
Corruption.
Reposted by Graham Sinclair
Unable to release the Epstein Files by a constantly extending deadline, CAN plan and execute a foreign kidnapping over a golf weekend.
January 3, 2026 at 2:36 PM
Unable to release the Epstein Files by a constantly extending deadline, CAN plan and execute a foreign kidnapping over a golf weekend.
Corruption.
“They should say great job,” he said in an interview on Fox News. “They shouldn’t say ‘Oh, gee, maybe it’s not constitutional.’”
www.nytimes.com/live/2026/01...
www.nytimes.com/live/2026/01...
Update from Tyler Pager
www.nytimes.com
January 3, 2026 at 2:39 PM
Corruption.
Reposted by Graham Sinclair
Secretaries Rubio and Hegseth looked every Senator in the eye a few weeks ago and said this wasn’t about regime change. I didn’t trust them then and we see now that they blatantly lied to Congress.
President Trump said on Saturday that the U.S. had captured the Venezuelan president, Nicolás Maduro. Follow live updates. www.nytimes.com/live/2026/01...
January 3, 2026 at 10:37 AM
Secretaries Rubio and Hegseth looked every Senator in the eye a few weeks ago and said this wasn’t about regime change. I didn’t trust them then and we see now that they blatantly lied to Congress.
Reposted by Graham Sinclair
Following a white man to war because you disliked the sound of a black woman laughing will go down in American history as one of the dumbest acts of self-sabotage ever.
January 3, 2026 at 7:54 AM
Following a white man to war because you disliked the sound of a black woman laughing will go down in American history as one of the dumbest acts of self-sabotage ever.
Grim news.
BREAKING: The United States appears to have begun bombing Venezuela. Massive airstrikes are underway. War is here.
January 3, 2026 at 11:44 AM
Grim news.
Corruption.
Unverified: chatter in diplomatic circles that RU were to exchange Venezuela for control over Ukraine.
For what it’s worth. Russia’s actual reaction (beyond the statement of “condemnation”) will show what’s true.
For what it’s worth. Russia’s actual reaction (beyond the statement of “condemnation”) will show what’s true.
January 3, 2026 at 11:32 AM
Corruption.
Reposted by Graham Sinclair
As @lorenzocrippa.bsky.social @patrickbayer.bsky.social & I show in a @psrm.bsky.social paper on the effects of the Ukraine conflict, this is the time for the EU to go bold. The political economy is ofc not simple but the politics is actually relatively clear and effective:
bsky.app/profile/fgen...
bsky.app/profile/fgen...
🚨 @patrickbayer.bsky.social, @lorenzocrippa.bsky.social and I have a paper entitled “Energy Transition, Financial Markets and EU Interventionism: Lessons from the Ukraine Crisis” cond. accepted at @psrm.bsky.social.
Text: federica-genovese.com/downloads/Ba...
Gist of the paper in this 🧵 :
1/12
Text: federica-genovese.com/downloads/Ba...
Gist of the paper in this 🧵 :
1/12
January 3, 2026 at 11:22 AM
As @lorenzocrippa.bsky.social @patrickbayer.bsky.social & I show in a @psrm.bsky.social paper on the effects of the Ukraine conflict, this is the time for the EU to go bold. The political economy is ofc not simple but the politics is actually relatively clear and effective:
bsky.app/profile/fgen...
bsky.app/profile/fgen...
Reposted by Graham Sinclair
Bad thing I see here is 3 justices have no limit on how far they will go to appease Trump.
December 29, 2025 at 8:29 PM
Bad thing I see here is 3 justices have no limit on how far they will go to appease Trump.
Reposted by Graham Sinclair
What happens when you sideline the experts, put incompetent people in charge, have no foreign policy process, and think you have a personal connection with Putin? You get this embarrassing mess. www.nytimes.com/interactive/...
The Separation: Inside the Unraveling U.S.-Ukraine Partnership
As President Trump sought a peace deal and Vladimir V. Putin sought victory, factions in the White House and Pentagon bled the Ukrainian war effort.
www.nytimes.com
December 31, 2025 at 6:22 PM
What happens when you sideline the experts, put incompetent people in charge, have no foreign policy process, and think you have a personal connection with Putin? You get this embarrassing mess. www.nytimes.com/interactive/...
Reposted by Graham Sinclair
The geopolitical importance of the US siege of Venezuela happening in synchronicity with China’s “exercises” around Taiwan: we’re entering the era post international law, and the West is losing the war of narratives. China has a better (though false) story about Taiwan than the US about Venezuela.
December 31, 2025 at 9:32 AM
The geopolitical importance of the US siege of Venezuela happening in synchronicity with China’s “exercises” around Taiwan: we’re entering the era post international law, and the West is losing the war of narratives. China has a better (though false) story about Taiwan than the US about Venezuela.